Comprehensive Financial Planning
Financial success is earned through clarity of priorities, strategic planning, and disciplined execution.
Our Approach
A comprehensive review, a prioritized action plan, expert implementation and disciplined ongoing management.
Clarify Today
- Your Personal Financial Website
- Visualize Your Entire Financial Picture
- Up-to-date Account Values
- Digitally Integrated Financial Plan
Design Tomorrow
- Define Goals & Priorities
- Build Your Master Financial Plan
- Integrate Tax, Investment & Estate Strategies
- Stress-Test Multiple Scenarios
Stay On Track
- Align Investments with Objectives
- Optimize for Taxes & Costs
- Execute with Fiduciary Guidance
- Monitor, Review & Adjust
Meet Brian
Brian is the architect of your Personal Financial Website, where everything you own is organized, values are updated, and an integrated financial plan is created that turns otherwise complex finances into clear actions. By illustrating various what-if scenarios, you can see how variations in investment markets or spending patterns might impact your short-term, mid-term and log-term financial objectives - so disciplined decision making can remain in place as life changes over time.
Brian Sirota, CFP®, ChFC, MBA
Brian is a Certified Financial Planner® and Chartered Financial Consultant with an MBA and 15 years of planning experience.
Clarity for today. Confidence for tomorrow.
Get Organized, Fast
Your Personal Financial Website is an aggregated dashboard of everything you own, with continually updated values integrated into a master financial plan keeping your short, mid and long term financial goals in focus.
Retirement - Your Way
Whether you're an affluent retiree, or aspiring to become one, an objective plan integrating cash-flows, Social Security and pensions, and tax-optimized investment withdrawal strategies can help create a sustainable retirement lifestyle.
Your Tax Map
Whether tax efficiently accumulating assets or strategically spending them during retirement, a professional analysis of your assets, income, investments, business structure, and deductions can help minimize the IRS tax bite.
Effective Estate Planning
Our fee-only estate planners combine professionally tailored wills and trusts with tax-smart wealth transfers, asset protection, and coordinated legacy planning to help you protect what you’ve built and pass it on with confidence.
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You're Not Alone
In every stage of life and at any level of complexity, our experienced, fee-only financial professionals can help transform uncertainty into clarity, confidence, and lasting peace of mind.
Hover over a discipline to learn more
See What Your Financial Plan Looks Like
You'll feel comfortable having updated values of everything you own, no matter where it's located.
See what your personal financial website would look like
Want more details?
Call, email, or meet with a member of our FinancialTeam.
(TO BE REMOVED) You're Not Alone
In every stage of life and at any level of complexity, our experienced, fee-only financial professionals can help transform uncertainty into clarity, confidence, and lasting peace of mind.
Approaching Retirement
Our experienced professionals can help you make critical financial, tax and investment decisions today so you can retire with confidence tomorrow.
Current Retirees
Obtain peace of mind during retirement that comes from knowing your income is sustainable without unnecessary taxes, risks or expenses.
Selling a Business / Liquidity Event
We have the professional expertise to guide you through a business sale or major liquidity event—helping you pursue a favorable deal structure, optimize after-tax outcomes, and thoughtfully transform a concentrated windfall into a lasting resource for life thereafter.
Divorce
Specialized financial guidance can help you through divorce and its aftermath; clarifying what you truly have, supporting informed settlement and tax decisions, rebuilding a secure plan, and helping you move forward with clarity, confidence, and control over your future.
Loss of a spouse
Following the loss of a spouse, you’re not alone. It's a deeply emotional time, yet difficult financial decisions must still be made. Our extensive experience in guiding surviving spouses helps you gain clarity around critical choices, so we can walk with you step by step and help protect your long-term financial security.
